advisor-transitions
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Dispatch and the expensive art of typing things twice
A wealth-management client can say yes long before their money gets to work. Dispatch is building the data plumbing that shortens the awkward interval between the two.
Jeff Crosby Took the Long Way Around - and Built a Business for Better Exits
A wrong turn added ten miles to his Ironman. A harder problem - how advisors value, move, and eventually leave a practice - became the company he spent years building.
Feathery
Feathery is a San Francisco software company that builds an AI operations platform for financial services. It started in 2021 as a developer-friendly, no-code form builder and has grown into a data intake and workflow automation platform that ingests, validates, and syncs client information across CRMs, custodians, and policy systems. Feathery pairs pixel-perfect forms and document generation with AI document intelligence, meeting and audio extraction, and collaborative approval workflows, targeting insurance carriers and brokers, wealth management firms, RIAs, and broker-dealers.